Oracle EPM Functional Expert delivering financial solutions with deep EPM module knowledge across key financial processes. Collaborate on month - end and year - end processes, ensuring compliance with Oracle standards.
About the role
- Associate Manager in financial services client relations at SS&C, leading customer engagement and product implementation.
Responsibilities
- Establish collaborative relationships between customers and the SS&C organization
- Communicate with customers via conference calls, written electronic correspondence, and in face-to-face meetings
- Educate customers on implementing our products and services
- Analyze, anticipate, and identify customer needs and recommend innovative solutions
- Complete system change requests
- Research and resolve any system issues reported by customers
- Leverage extensive in-house training programs for industry knowledge and product expertise
- Mentor less experienced associates
- Establish work priorities, plan projects, and ensure timelines are met
- Assist in onboarding new customers as they transition to SS&C’s industry leading solutions
Requirements
- Business education or equivalent experience
- 3+ years professional experience in customer service or customer support roles within financial services industry
- Excellent written and verbal communication skills
- Problem solving and numerical reasoning skills; ability to analyze data and take action
- Career oriented, highly motivated, and self-starting individual
- Ability to work in a fast paced, team environment
- Efficient time management with strong organizational skills
- Ability to quickly learn and adapt to new systems, processes, plans, and programs
- Strong proficiency in Microsoft Office, especially Excel and Access, is required.
- Must be willing to work on site at least 6 days/month and the hours of 8 AM – 5 PM Central Time.
Benefits
- Flexibility: Hybrid Work Model and Business Casual Dress Code, including jeans
- 401k Matching Program
- Professional Development Reimbursement
- Flexible Personal/Vacation Time Off
- Sick Leave
- Paid Holidays
- Medical, Dental, Vision
- Employee Assistance Program
- Parental Leave
- Discounts on fitness clubs, travel and more!
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